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ORIX Corporation

IX
Equity · Currency in USD
Sector
Financial Services
Industry
Credit Services
ISIN
US6863301015
CUSIP
686330101

IXPrice Chart


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S&P 500

IXPerformance

The chart shows the growth of $10,000 invested in ORIX Corporation on Jan 5, 2010 and compares it to the S&P 500 index or another benchmark. It would be worth nearly $27,368 for a total return of roughly 173.68%. All prices are adjusted for splits and dividends.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXReturns in periods

Returns over 1 year are annualized

PeriodReturn
1M-2.39%
6M13.96%
YTD22.88%
1Y45.31%
5Y6.25%
10Y8.68%

IXMonthly Returns Heatmap


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IXSharpe Ratio Chart

The Sharpe ratio shows whether the portfolio's excess returns are due to smart investment decisions or a result of taking a higher risk. The higher a portfolio's Sharpe ratio, the better its risk-adjusted performance.

The current ORIX Corporation Sharpe ratio is 1.63. A Sharpe ratio greater than 1.0 is considered acceptable.

The chart below displays rolling 12-month Sharpe Ratio.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXDividends


IX doesn't pay dividends

IXDrawdowns Chart

The Drawdowns chart displays portfolio losses from any high point along the way.


IX (ORIX Corporation)
Benchmark (S&P 500)

IXWorst Drawdowns

The table below shows the maximum drawdowns of the ORIX Corporation. A maximum drawdown is an indicator of risk. It shows a reduction in portfolio value from its maximum due to a series of losing trades.

The maximum drawdown since January 2010 for the ORIX Corporation is 47.23%, recorded on Mar 20, 2020. The portfolio has not recovered from it yet.


Depth

Start

To Bottom

Bottom

To Recover

End

Total

-47.23%Jan 29, 2018540Mar 20, 2020
-37.89%Nov 25, 2013299Feb 3, 2015741Jan 11, 20181040
-34.94%Mar 10, 2011139Sep 26, 2011312Dec 21, 2012451
-24.98%May 4, 201055Jul 21, 201079Nov 10, 2010134
-23.69%May 20, 201326Jun 25, 201360Sep 19, 201386
-11.78%Jan 3, 201317Jan 28, 201324Mar 4, 201341
-9.76%Nov 12, 201010Nov 26, 201014Dec 16, 201024
-8.77%Oct 31, 20138Nov 11, 20135Nov 18, 201313
-8.34%Sep 27, 20137Oct 7, 201310Oct 21, 201317
-8.05%Apr 9, 20138Apr 18, 20137Apr 29, 201315

IXVolatility Chart

Current ORIX Corporation volatility is 30.99%. The chart below shows the rolling 10-day volatility. Volatility is a statistical measure showing how big price swings are in either direction. The higher asset volatility, the riskier it is, because the price movements are less predictable.


IX (ORIX Corporation)
Benchmark (S&P 500)

Portfolios with ORIX Corporation


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